Business
Axon provides conducted-energy devices, body cameras, digital evidence software and public-safety communications.
Axon's 34% growth and positive cash flow showed powerful demand, but a negative operating margin, lower conversion and a distress-range screen kept valuation quality separate from accounting profit.
The read at a glance✓ Audited against SEC data
- Growth — Revenue grew 33.5%OK
- Profitability — Net income declined 66.9% to $124.656M from $377.034MWatch
- Cash flow — Free cash flow declined 77.2% to $75.081M from $329.527MWatch
- Margins — Operating margin contracted 504 bps to -2.23%Watch
- Accounting — Rapid public-safety growth with investment dragWatch
- Insiders — 1 purchases and 44 salesOK
Where the revenue comes from
Fiscal 2025, as AXON ENTERPRISE, INC. reports it. History and quarterly detail are in the app.
- Net sales from products$1.6B
- Software and Services$1.2B
- Net sales from services$1.2B
- TASER Devices$913.9M
- Personal Sensors$397.0M
Leadership changes
From AXON ENTERPRISE, INC.'s own filings, the day they're filed.
- Eiso Kant · Directors · appointmenteff. 2026-07-08
- Vivek Mohindra · Directors · appointmenteff. 2026-07-08
- Matthew McBrady · Directors · departureeff. 2026-04-06
Latest filings
- 10-Q · Quarterly report2026-08-06
- 8-K · Company announcement2026-08-05
- 8-K · Company announcement2026-07-10
- 8-K · Company announcement2026-06-01
- 10-Q · Quarterly report2026-05-07
In the full recordFree for 14 days
- What changed🔒
- Insider signal🔒
- Growth quality🔒
- Margins & accounting🔒
- Capital allocation🔒
- Real risks🔒
- The long arc🔒
- Company history🔒
- The filings, readable — with what changed vs the prior year highlighted🔒
- Full financial statements, industry-aware, sources cited throughout🔒
- Forensic score history & components — the trend, not one year🔒
- Ownership: insider buys/sells, clusters, activist stakes🔒
- Ana — ask about AXON ENTERPRISE, INC., every answer cited to the official filings🔒
Every figure comes from the company's filings, and analysis whose figures don't match SEC data is rejected before publication.
14-day free trial, no credit card. For research purposes only; not investment advice.